Pharmacy Claims Representative 2 - Patient Financial Services
HumanaSalary not specified
Full Time
Entry Level & New Grad
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, InsuranceIndustries
Requirements
- Bachelor's Degree
- 5 or more years direct sales/marketing experience wholesaling variable and/or fixed annuities or mutual funds
- Working knowledge of the Salesforce platform and other customary business software such as Outlook
- Strong presentation skills
- Ability to work independently
- Track record of success
- Outgoing, adaptive, goals-based individual with exceptional interpersonal communication skills
- Series 6 or 7, 63, and Variable Contracts licenses required
Responsibilities
- Sell mutual funds, fixed and variable annuities within all channels (wirehouses, independent planners, and banks) within the territory
- Develop and maintain ongoing relationships with financial professionals and key broker/dealers within the region by making face-to-face and virtual sales visits as well as telephone calls
- Introduce new products through established and new broker/dealers
- Attend and speak at national, regional, and office broker/dealer sales meetings
- Engage with Financial Professionals from 3 major distribution channels, including Independent Planners, Banks and Wirehouse firms
- Represent CMD's 3 core lines of business (Variable Annuities/RILA, Fixed Annuities and Mutual Funds)
- Work as part of a team, in partnership with an Internal Wholesaler, other Field Wholesalers and Sales Management
- Efficiently leverage wide array of business tools and resources
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the compensation for the Field Wholesaler role?
Compensation includes a base salary of $80,000, with commission and other incentive pay.
Is this a remote position or does it require travel to a specific location?
The role is based in the Northeast Massachusetts (Boston) territory and involves face-to-face and virtual sales visits as well as telephone calls.
What experience and skills are required for this position?
Candidates need a Bachelor's Degree, 5 or more years of direct sales/marketing experience wholesaling variable and/or fixed annuities or mutual funds, working knowledge of Salesforce and other business software, strong presentation skills, and Series 6 or 7, 63, and Variable Contracts licenses.
What is the team structure like for this role?
The role sits on a team of 15 external wholesalers in the Northeast Division, working in partnership with an Internal Wholesaler, other Field Wholesalers, and Sales Management.
What makes a strong candidate for the Field Wholesaler position?
A strong candidate will have 5+ years of wholesaling experience in annuities or mutual funds, required licenses (Series 6 or 7, 63, and Variable Contracts), Salesforce knowledge, strong presentation and interpersonal skills, and a track record of success.
Pacific Life
About Pacific Life
Newport Beach, CaliforniaHeadquarters
1868Year Founded
$189.4MTotal Funding
N/ACompany Stage
Fintech, Financial ServicesIndustries
1,001-5,000Employees
Benefits
Health Insurance
Paid Vacation
Paid Parental Leave
Adoption Assistance
401(k) Retirement Plan
401(k) Company Match
Risks
Increased competition in annuities market from companies like Prudential and MetLife.
Potential financial exposure from significant real estate investments.
Integration challenges with Selerix could affect customer satisfaction.
Differentiation
Pacific Life partners with T. Rowe Price for innovative Lifetime Income solutions.
Recognized as a top community-minded company, enhancing brand reputation and trust.
Real-time integration with Selerix improves benefits administration accuracy and efficiency.
Upsides
Lifetime Income solution attracts clients seeking secure retirement options.
Enhanced annuity products offer flexibility and growth, increasing product attractiveness.
Strong real estate financing position opens more sector opportunities.
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